The Split Print: Compute Sellers Collect, Compute Buyers Pay

1. The Read

The heaviest print night of the season sorted the AI trade into toll collectors and toll payers — with the same bill visible on both sides of the ledger. Microsoft collected: revenue $90.0B (+18%, a beat), adjusted EPS $4.74 vs $4.24 expected, Azure +43% and past $100B for the full year, commercial backlog +84% to $678B, stock up ~4% after hours. Meta paid: revenue beat at $60.8B (+27%), but EPS of $6.18 missed a $7.22 bar by 14% — the AI build-out is eating the profit line of the one mega-cap that buys compute without owning a cloud to resell it. Qualcomm jumped ~14% after hours on its Modular acquisition and a raised long-range guide; Arm printed a record $1.49B with data-center royalties doubling. The sellers of compute, IP, and memory keep getting paid; the pure buyers are starting to show the strain.

Seoul spent the same two days demonstrating what the unwind looks like when it runs on margin. The KOSPI fell 10.8% Tuesday and 6.0% Wednesday — circuit breakers both days — now roughly 40% below its June 19 peak, with over 360,000 leveraged retail accounts force-liquidated (62% of them under 35, per Citi) and the finance ministry convening an emergency session with the central bank. So far the response is leverage-ETF curbs, not a bailout. Against that: SK hynix reported a record quarter the very same morning — ₩79.3T revenue, a 76% operating margin, HBM4 already shipping — which is the clearest sign this is a positioning flush, not an earnings event. The crowd-surrender markers the desk now tracks mechanically read not yet: defensives are bidding but the S&P sits only ~3% off its high, and capitulation language across the corpus is still at baseline. Bottoming zones need either broader damage or more time.

The desk's own machinery leaned out of the way tonight: exit rules closed the momentum book's NVDA, plus NBIS, CIEN, AEHR, and BESIY across the paper books, and the ETF-rotation bot sat in cash rather than buy a pullback with no confirmation. SK hynix's US line (SKHY) entered coverage today with the same discipline: down a third from its debut high, record fundamentals, and still no base — the call stays watch, with the first reclaim level marked at $151.

Watch Thursday: Apple, Amazon, Mastercard, and KLA report — Amazon is the next "toll payer" test after Meta's miss; whether Seoul can close a session without a circuit breaker; and whether memory names can stop going down on good news, which is how these flushes end.

Extended analysis

Market pulse · 7D

Leaders and laggards

close Jul 29, 2026

279 advancing 748 declining 59.5% above the 200-day Color is 7-day price direction, not a buy or sell call.

Leaders

top 7D gainers

SOXS+64.3%SOI.PA+36.0%AVTR+31.3%KNSA+29.6%WDAY+26.9%TECS+26.2%

Laggards

top 7D losers

FOMG-47.6%SOXL-42.9%MRVU-41.8%RAM-41.8%MVLL-41.6%INVZ-40.6%

2. What Changed Since the Last Brief

Screen CROSSINGS between the previous brief's close ( Jul 28, 2026 ) and this one — a name appears only on the session it crossed, not for as long as it stays there. Every name carries its before → after.

New oversold (66) — AAUC RSI 34.3 → 20.7, ATEN RSI 32.4 → 25.6, IPWR RSI 30.6 → 25.9, MP RSI 30.3 → 26.4, MTRN RSI 31.7 → 26.4, MOD RSI 33.8 → 26.6, PSIX RSI 30.7 → 26.7, INVZ RSI 30.9 → 26.9, VRT RSI 36.7 → 26.9, BAND RSI 37.1 → 27.2, VSH RSI 30.1 → 27.2, EME RSI 32.1 → 27.5, PWR RSI 31.6 → 27.5, BLDP RSI 30.9 → 27.9, SPXC RSI 36.1 → 28, TAN RSI 30.5 → 28, +50 more.

New overbought (20) — GRMN RSI 62.2 → 80, MANH RSI 64.1 → 78.2, DBX RSI 69.5 → 73.8, MMED RSI 68.7 → 72.8, PAYC RSI 68.5 → 72.3, EAT RSI 67.9 → 72, DPZ RSI 68.4 → 71.6, GRND RSI 67.5 → 71.1, SONY RSI 67.6 → 71.1, NTNX RSI 69.9 → 71, TXRH RSI 67.9 → 71, DRH RSI 69.8 → 70.9, NSP RSI 69.6 → 70.6, BIPC RSI 67 → 70.4, MBIN RSI 51.7 → 70.4, CHEF RSI 62.9 → 70.3, +4 more.

Golden crossings (8) — ARKW -0.03% → 0.02%, BOX -0.11% → 0.48%, BRK-B -0.07% → 0.03%, BWIN -0.52% → 0.17%, EXPE -0.26% → 0.26%, HRB -0.15% → 0.36%, VKTX -0.09% → 0.15%, XHB -0.09% → 0.07%.

Death crossings (5) — 002472.SZ 0.17% → 0%, ASTS 0.45% → -0.08%, CELC 0.25% → -0.97%, NG.L 0.04% → -0.09%, XNDU 0.56% → 0%.

New monsters (10) — NEO 24.7% → 41.7%, LAD 18.8% → 41.4%, SNOW 28.8% → 34.7%, NPE 22.4% → 34.6%, TVE.TO 28.3% → 32.1%, GRND 27.5% → 32%, EQNR 23.4% → 31.7%, MUSA 28.9% → 31.6%, MBIN 18.1% → 31.1%, IMAX 27.2% → 30.6%.

Newly near a 52-week high (22) — HAE -5.47% → -2.18% from high, GKOS -6.31% → -2.61% from high, LPG -5.62% → -3.01% from high, GRMN -7.2% → -3.02% from high, MUSA -5.39% → -3.11% from high, TNET -6.12% → -3.58% from high, DNTH -5.91% → -3.61% from high, SNOW -5.13% → -3.63% from high, EOG -8.05% → -3.9% from high, MBX -9.9% → -4.05% from high, WCLD -5.95% → -4.11% from high, RVTY -5.74% → -4.17% from high, BOX -7.02% → -4.31% from high, DINO -5.22% → -4.48% from high, MBIN -5.25% → -4.55% from high, CRAK -6.16% → -4.57% from high, +6 more.

Newly in an entry zone (3) — AVGO $370.32 · $328-$375, NVDA $190.01 · $185–195 buy zone (riding the rising SMA200 at $190.43) → SMA20 reclaim ~$207 = pop/first-trim, VZ $47.22 · $44-$48.

3. Focus List

SparkTake

MSFT Reported 07-29 · captured $390.54 50 +0.2% +0.1% +4.7% strong-down strong-down · downtrend

TSLA $298.32 26 -20.2% -20.2% -29.1% strong-down strong-down · collapse

NVDA $190.01 38 -6.5% -10.4% -5.0% down down · pullback

AAPL $338.19 67 +4.9% +3.8% +16.9% strong-up strong-up · uptrend

GOOGL $336.71 43 -3.7% -1.6% -5.8% weak-down weak-down · pullback

AMZN $226.65 33 -6.6% -7.4% -4.9% down down · pullback

NET $270.38 58 +1.4% +0.5% +10.2% strong-up strong-up · uptrend

ARM Reported 07-29 · captured $224.89 32 -21.6% -20.6% -36.6% weak-down weak-down · pullback

NTR $70.59 64 +5.3% +3.0% +12.1% strong-up strong-up · pullback

MU $739.00 36 -20.3% -23.0% -36.0% weak-down weak-down · pullback

SNDK $1015.89 33 -35.4% -36.5% -55.3% weak-down weak-down · pullback

OUST $31.30 39 -23.3% -19.4% -49.9% weak-down weak-down · pullback

IONQ $31.99 30 -18.6% -7.8% -39.9% down down · collapse

RGTI $13.22 35 -15.7% -13.2% -31.6% strong-down strong-down · collapse

QBTS $16.21 38 -14.6% -6.6% -32.4% strong-down strong-down · downtrend

QUBT $7.30 38 -11.6% -7.7% -24.7% strong-down strong-down · downtrend

INFQ $8.83 37 -15.2% -13.8% -33.7% neutral neutral · too-young

XNDU $9.75 35 -10.0% -11.8% -19.5% neutral neutral · too-young

HQ $11.55 34 -40.6% -21.1% -58.4% neutral neutral · too-young

ARQQ $15.49 40 -18.8% -14.3% -47.9% strong-down strong-down · downtrend

LAES $2.25 30 -15.6% -13.5% -28.6% strong-down strong-down · collapse

PL $19.47 28 -21.5% -13.8% -41.2% down down · collapse

ARGX $882.56 51 -0.6% +3.6% -4.9% strong-up strong-up · uptrend

ILMN $194.82 61 +2.2% +2.1% +10.8% strong-up strong-up · uptrend

No authored takes in this issue — the Take column shows each name's mechanical tape state.

4. Sector Scorecard

FundsAssessment

China Tech 39–76 inflow +16.3% KWEB FXI —

Trace Iran War Second And Third Orde n/a inflow +14.5% — —

Cloud SAAS 45–69 inflow +13.2% WCLD CLOU SKYY —

Government Compute 44–71 inflow +11.0% — —

Volume Setups 33–66 inflow +10.2% USO —

Lazarus 40–79 inflow +9.6% — —

Canadian OG 47–59 inflow +9.2% — —

Trace Glp1 Manufacturing 36–70 inflow +9.0% — —

Livestock Disease 27–75 inflow +8.9% — —

Alt Managers 40–58 inflow +8.4% — —

Cloud ETFS 53–62 inflow +8.3% WCLD IGV CLOU —

Financials 38–70 inflow +8.1% — —

Crypto 32–55 inflow +7.9% IBIT GBTC —

Consumer Staples 47–69 inflow +7.7% — —

Geopolitical 29–72 inflow +7.6% USO GLD SLV —

Consumer 34–79 inflow +7.6% — —

Food Security 33–69 inflow +7.6% — —

Healthcare 39–74 inflow +7.0% — —

Retail 47–72 inflow +6.6% — —

Cultural Thesis 26–72 inflow +5.8% — —

Faang 33–67 inflow +5.4% — —

Web Cloud 34–68 inflow +5.3% SKYY —

Bargain Bin 26–72 inflow +4.6% — —

Defensive 45–67 inflow +4.2% — —

Travel Leisure 43–74 inflow +4.2% JETS —

Chemicals 42–62 inflow +4.1% — —

Biotech Capital Cycle 21–83 inflow +3.5% XBI —

Trace Lng Liquefaction Shipping And n/a inflow +3.3% — —

Tech 33–67 neutral +1.9% XLK —

Macro Commodities 29–70 neutral +1.8% USO GLD SLV —

Biotech 24–81 neutral +1.6% XBI LABU —

Cybersec 32–60 neutral +1.3% — —

Tech Insider Buys 26–69 neutral +1.2% — —

Escalation 32–69 neutral +0.8% — —

Defense Contractors 26–72 neutral -0.2% — —

War Sensitivity 33–57 neutral -0.8% COPX JETS USO —

Copper 45–51 neutral -1.0% COPX —

Mag7 26–67 neutral -1.5% MAGS —

Peptide Economy 34–67 neutral -1.7% — —

Watchlist n/a outflow -2.6% — —

IBB 24–70 outflow -4.2% — —

Biotech 32–70 outflow -4.2% XBI —

ETF Ideas 24–71 outflow -4.5% QQQM QQQ VOO —

Watching 37–66 outflow -6.9% — —

AI 25–69 outflow -7.7% SMH BOTZ ROBO —

Ark 30–47 outflow -9.4% ARKK ARKW ARKG —

Airlines 39–52 outflow -9.9% JETS —

Drone Defense 23–72 outflow -10.6% — —

AI Infra 32–44 outflow -12.4% SMH —

Energy 26–59 outflow -13.2% — —

EV Clean Energy 25–66 outflow -13.3% LIT TAN ICLN —

AI Infrastructure 26–64 outflow -13.8% SMH —

Nuclear Fuel Cycle 28–57 outflow -14.7% URA —

Robotics 23–65 outflow -14.9% BOTZ ROBO —

Nearline Storage 22–49 outflow -18.5% DISK —

Humanoid Robotics 31–45 outflow -19.1% BOTZ —

Spacex S1 Supply Chain 25–56 outflow -21.1% ARKX —

Semis 26–45 outflow -22.3% SMH SOXX —

Grid Buildout 23–39 outflow -22.3% — —

Supply Chain Traces 26–47 outflow -28.8% — —

AI Power 23–78 outflow -29.6% WGMI —

Quantum Computing 30–40 outflow -30.1% CQTM QTUM WQTM —

CPU Shortage Supply Chain 25–36 outflow -32.4% SMH —

Optical Supply Chain 21–54 outflow -33.4% LAZR —

Memory 25–42 outflow -33.7% DRAM DISK —

Space 26–40 outflow -34.1% ARKX —

WFE Test Metrology 26–41 outflow -37.9% — —

No authored lane assessments in this issue — the metrics are the record; the read lives in the chapters above.

5. The Front Page

Monster Watch · 135 of 1043 tracked names

MAAS+133% vs 200d DFTX+103% vs 200d TXG+102% vs 200d LQDA+96% vs 200d MBX+86% vs 200d CRNX+84% vs 200d ORKA+82% vs 200d MAN+80% vs 200d DELL+75% vs 200d KNSA+70% vs 200d

Sector Rotation Radar · 68 themes

Flow means 30-day relative strength versus SPY, not dollars moving: Inflow beat SPY by more than 2 points, Outflow trailed by more than 2, and Neutral stayed inside that band.

China Tech Inflow +14.0% 30D Chinese internet and platform leaders with broad mainland, Hong Kong, and technology ETF exposure. Trace Iran War Second And Third Orde Inflow +12.2% 30D Cloud SAAS Inflow +10.9% 30D Cloud/SaaS survivors - AI monetization plays. Profitable leaders + high-growth candidates. Government Compute Inflow +8.7% 30D Federal IT and mission-software contractors spanning data platforms, consulting, cybersecurity, and defense intelligence. Volume Setups Inflow +7.8% 30D Stocks in established uptrends that remain near a volume shelf and are showing constructive participation. Refreshed on demand and merged across runs. Lazarus Inflow +7.3% 30D Fallen-quality WATCH list (NOT buys): former leaders down 40-80% held in quarantine until they prove a trend reversal — the 'Lazarus signal' (pop -> flag -> breakout / life pouring in). Entry only on confirmation, never… Canadian OG Inflow +6.9% 30D Canadian oil & gas — ATH (Athabasca), TVE (Tamarack Valley), WCP (Whitecap), BTE (Baytex), GTE (Gran Tierra). Theo Loveday picks. EWC (Canada ETF) and XLE (Energy sector) as benchmarks. NNRG (Ninepoint Energy Fund, Eric… Trace Glp1 Manufacturing Inflow +6.7% 30D GLP-1 / peptide manufacturing supply chain — from research-trace blind test (2026-04-12) + research-picks refresh (2026-05-05). HPLC purification (WAT 3/3 unanimous), chromatography resins (DHR/Cytiva 3/3), injectable… Livestock Disease Inflow +6.6% 30D Livestock-disease / beef supply-shock — single consolidated watchlist + alert hub for the New World Screwworm → cattle-supply thesis (first US case 2026-06-03; US herd 75-yr low; record beef). ROLES: (A) Animal-health… Alt Managers Inflow +6.1% 30D Publicly-traded alternative asset managers — fee-related-earnings cohort plus the Brookfield parent. Brookfield axis: BAM (Brookfield Asset Management — fee-light spinout, ~$540B FBE AUM, FRE-growth thesis), BN… Cloud ETFS Inflow +5.9% 30D Cloud ETFs - contrarian SaaS thesis. AI accelerates SaaS, survivors will consolidate. Financials Inflow +5.8% 30D Financials - Banks/Investment firms (JPM, BAC, GS, MS, BLK), brokers (SCHW, HOOD), insurance (AMP, PGR, MET, BDN), fintech (FIS, FISV), card-network (COF — absorbed Discover/DFS via 2025 acquisition), exchanges (CME),… Crypto Inflow +5.6% 30D Crypto: BTC, ETH, SOL, major alts (via yfinance -USD tickers), spot ETFs (IBIT, GBTC, ETHE, BITO), crypto equities (MSTR, COIN, miners), crypto ETF (BITQ) Consumer Staples Inflow +5.3% 30D Consumer staples - Johnson & Johnson, Procter & Gamble, Coca-Cola, PepsiCo, Colgate, Clorox, Mondelez, General Mills. Recession-proof dividend plays. BALL = Ball Corp aluminum packaging (KO/PEP customer supply-chain… Geopolitical Inflow +5.3% 30D Geopolitical risk watchlist - defense contractors (LMT/RTX/NOC/GD/LHX/BA), oil producers (XOM/CVX/OXY/COP/SLB/HAL/DVN/EOG — XOM absorbed PXD/Pioneer via 2024 acquisition), energy ETFs (USO/UNG/XLE/OIH/XOP), safe havens… Consumer Inflow +5.3% 30D Consumer brands - ETFs (XLY consumer discretionary). Athleisure (AS, LULU, NKE, DECK, CROX), food/beverage (SBUX, CMG, DPZ), health/wellness (HIMS), payments (PYPL, XYZ — Block Inc, ticker renamed from SQ in 2025),… Food Security Inflow +5.3% 30D Food security — geopolitical energy shock cascade play. Fertilizer (NTR Nutrien, MOS Mosaic, CF Industries), farm equipment (DE Deere), grain trading (ADM Archer-Daniels-Midland, BG Bunge Global — added 2026-05-10, $24B… Healthcare Inflow +4.7% 30D Healthcare/Pharma/Medical Devices - Medical devices (SYK, ISRG, MDT, DXCM, ABT), pharma (PFE, MRK, LLY, GILD, AMGN, BIIB, VRTX, MRNA), healthcare services (JNJ, UNH, CVS), lab/diagnostics (TMO), life sciences software… Healthcare Inflow +4.7% 30D Healthcare/Pharma/Medical Devices - Medical devices (SYK, ISRG, MDT, DXCM, ABT), pharma (PFE, MRK, LLY, GILD, AMGN, BIIB, VRTX, MRNA), healthcare services (JNJ, UNH, CVS), lab/diagnostics (TMO), life sciences software… Retail Inflow +4.3% 30D Retail/Consumer - ETFs (XRT retail). Home Improvement (HD, LOW), E-commerce (SHOP), Athletic/Apparel (AS, LULU, NKE, DECK, CROX, ANF), Food/Beverage (SBUX, MCD, CMG, DPZ, YUM), General Retail (COST, WMT, TGT, TJX) Cultural Thesis Inflow +3.5% 30D Cultural thesis watchlist — stocks driven by consumer behavior shifts, social arbitrage signals, and cultural cascades. HIMS = telehealth / GLP-1 cultural arbitrage (replaced BRBR as the protein-economy vehicle… Faang Inflow +3.1% 30D FAANG - Facebook (Meta), Apple, Amazon, Netflix, Google Web Cloud Inflow +3.0% 30D Web/Cloud Infrastructure - Edge computing, CDN, databases, data platforms, observability Bargain Bin Inflow +2.3% 30D Bargain Bin - Great companies at bad prices. 70 quality mega/large-caps filtered for oversold conditions (RSI < 30, below SMA). The scan finds which ones are currently on sale. Sectors: big tech, SaaS, healthcare,… Defensive Inflow +1.9% 30D Defensive/Value - ETFs (XLP consumer staples, XLU utilities). Telecom (T, VZ), consumer staples (WMT, MCD, COST, SBUX, TGT), food/protein (HRL, TSN, PPC), industrial (ECL), home improvement (HD, LOW). Rotation… Travel Leisure Inflow +1.9% 30D Travel & leisure — war-ends playbook beneficiary. Oil drop → travel cost reduction, pent-up demand, cruise recovery. Chemicals Inflow +1.8% 30D Chemicals & specialty materials — industrial cycle, energy input costs, diversified chemical producers. Biotech Capital Cycle Inflow +1.2% 30D AI-bio platforms + lab-tools/consumables + CROs — biotech capital-cycle / IPO-window-levered picks-and-shovels (perspective: biotech-capital-cycle) Trace Lng Liquefaction Shipping And Inflow +1.0% 30D Tech Neutral -0.5% 30D Big Tech Macro Commodities Neutral -0.6% 30D Macro & commodities - oil (USO/BNO), natgas (UNG), gold (GLD/GDX/GDXJ/GDRZF), silver (SLV/SIL), copper (COPX), agriculture (DBA/WEAT/CORN/SOYB/AGRO), specialty chemicals (CE), uranium (URA), dollar (UUP), euro (FXE),… Biotech Neutral -0.8% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) Cybersec Neutral -1.0% 30D Cybersecurity & Networking - firewall/SASE (FTNT, PANW — PANW absorbed CYBR via 2025 acquisition), endpoint (CRWD, S), zero-trust (ZS, OKTA), edge/CDN (NET), embedded/automotive QNX + cybersec (BB BlackBerry — surfaced… Tech Insider Buys Neutral -1.1% 30D Tech-centric insider buying monitor. Combines our tech universe tickers with Finviz insider buying discovery. Goal: find tech names where insiders are putting their own money in — the strongest conviction signal. Run… Escalation Neutral -1.5% 30D Escalation scenario watchlist — Gulf infrastructure strike / Iran retaliation plays. US LNG exporters (LNG/CQP/VG), industrial gas/helium (LIN/APD), NGL midstream (TRGP/EPD/ET/OKE), nat gas (UNG/FCG), LNG shipping… Defense Contractors Neutral -2.5% 30D Defense contractors - ETFs (ITA aerospace/defense, PPA aerospace/defense). Lockheed Martin, RTX (Raytheon), Northrop Grumman, General Dynamics, L3Harris, Boeing. War Sensitivity Neutral -3.2% 30D War-sensitivity watchlist — stocks ranked by their reaction to ceasefire fake-outs (TACO trades). Tier 1 fast movers: COPX/JETS/UAE (5-9% pops). Tier 2 hidden oil-sensitive: W/RH/ATZ/AS (heavy-goods shipping costs).… Copper Neutral -3.3% 30D Copper miners and broad copper funds tracking electrification, grid, construction, and data-center demand. Mag7 Neutral -3.8% 30D Magnificent 7 - The seven largest US tech companies Peptide Economy Neutral -4.0% 30D Peptide / GLP-1 economy — principals + next-gen pipeline + consumer/distribution layer. Surfaced 2026-05-05 as a coverage gap: no focused lens existed despite GLP-1s being the largest pharma run of the past 18 months.… Watchlist Outflow -4.9% 30D IBB Outflow -6.5% 30D Biotechnology cohort spanning large-cap therapeutics, rare disease, gene editing, diagnostics, life-science tools, and CROs. Biotech Outflow -6.5% 30D Biotech - pharma innovation (LLY), lab tools (TMO), mRNA (MRNA), gene editing (CRSP, NTLA, VRTX), immunotherapy (IBRX) ETF Ideas Outflow -6.8% 30D ETF Ideas - Index (QQQM, QQQ, VOO, VTI), 3x Leveraged (TQQQ, SOXL, SPXL, TECL — paper-book legal instruments only; the full exempt set lives in config/avoid-instruments.json), Inverse (SOXS — degen Rule 6, data-only),… Watching Outflow -9.2% 30D Watching/Learning - curious but not trading. KOPN added 2026-05-10 from @JasonL_Capital 2026-05-06 'under $10' tweet (reference_jasonl_capital_kopn_check.md). Kopin Corporation, $3.97 microcap. Claimed: MicroLED… AI Outflow -10.0% 30D Ark Outflow -11.8% 30D ARK Invest ETFs - tracking Cathie Wood's funds Airlines Outflow -12.2% 30D Airlines — war-ends playbook beneficiary. Oil drop → margin expansion, leisure travel recovery. JETS ETF for broad exposure. (Removed 2026-05-04: HA absorbed by ALK via 2024 acquisition; SAVE bankrupt + delisted… Drone Defense Outflow -12.9% 30D Drone & counter-drone defense — offense (AVAV AeroVironment, AVEX AEVEX Corp — newly-public April 2026 full-stack drone + AI ISR, KTOS Kratos, RCAT Red Cat — small-cap manufacturer), counter-drone (EOPSF Electro Optic… AI Infra Outflow -14.7% 30D AI Infrastructure - hyperscalers (AMZN), GPUs (NVDA), lithography (ASML), power generation (TAC — TransAlta, Canadian IPP: hydro/wind/solar/battery/gas, NOT nuclear; label corrected 2026-06-19 from 'nuclear'), foundry… Energy Outflow -15.6% 30D Energy - data center power (BE, EOSE, TAC, CEG, GEV, TLN), nuclear (CEG), solar (FSLR, ENPH), utilities (NEE). Overlaps with ai-infra for power plays. EV Clean Energy Outflow -15.6% 30D EV makers + clean energy + related ETFs. Solar tracking (NXT Nextracker), industrial energy storage/batteries (ENS EnerSys). Lithium pure-plays added 2026-05-10 from… AI Infrastructure Outflow -16.1% 30D Complete AI Infrastructure - power, cooling, electrical, construction, data/optical connectivity (NOK Nokia), manufacturing, power connectors, REITs, materials, backup, water, AI compute providers (NBIS Nebius, OSS One… Nuclear Fuel Cycle Outflow -17.0% 30D Nuclear fuel cycle — AI-DRIVEN nuclear-demand thesis (sibling to ai-power-bottleneck, NOT a rotation away from AI; the mechanism is COMPLEMENTARY — hyperscaler data-center power demand pulls through the entire nuclear… Robotics Outflow -17.3% 30D Robotics & physical-AI across the stack — seeded 2026-06-27 from @mkfilko + @MMatters22596 robotics baskets (live rotation theme). Layers: brain/compute (NVDA Isaac/GR00T, BB/QNX OS), vision (CGNX, AMBA), lidar/sensors… Nearline Storage Outflow -20.8% 30D High-capacity storage makers and upstream media and component suppliers serving hyperscale and AI data centers. Humanoid Robotics Outflow -21.4% 30D Humanoid robotics components — sensors and motion control for the 2027-2028 humanoid wave. Component layer: VPG (Vishay Precision Group — strain gauges and force/torque sensors), MOG-A (Moog — precision motion… Spacex S1 Supply Chain Outflow -23.4% 30D SpaceX S-1 picks-and-shovels + space peers screen (2026-06-04): AI-compute/power/optical supply chain, space industrial base, disrupted incumbents, holders. Tied to spacex-s1 investigations. Semis Outflow -24.6% 30D Semiconductors - GPUs (NVDA, AMD), foundry (TSM), networking chips (AVGO, MRVL), architecture (ARM), mobile (QCOM), equipment (ASML, AMAT), packaging (AMKR), analog/power (ON), programmable-logic (LSCC - added… Grid Buildout Outflow -24.6% 30D Transformer, switchgear, electrical-equipment, and engineering contractors exposed to transmission and data-center grid buildout. Supply Chain Traces Outflow -31.2% 30D Supply chain trace discoveries — tickers found by our autonomous research agents across all traces. Tungsten (KMT Kennametal, CRS Carpenter; Almonty Layer-1 pure-play pending correct-ticker re-add — was wrongly tracked… AI Power Outflow -31.9% 30D AI Power Bottleneck — Leopold Aschenbrenner's watts-per-rack thesis. Fuel cells (BE), distributed power (PSIX, BW), nat gas (EQT, LBRT, PUMP), BTC miners pivoting to AI compute (CORZ, IREN, APLD, CIFR, HUT, BTDR, CLSK,… Quantum Computing Outflow -32.4% 30D Quantum-compute pure-plays. Gate/trapped-ion (IONQ), superconducting (RGTI/Rigetti), annealing (QBTS/D-Wave), photonic (QUBT/Quantum Computing Inc, XNDU/Xanadu — de-SPAC 2026-03), cold-atom/Rydberg (INFQ/Infleqtion —… CPU Shortage Supply Chain Outflow -34.8% 30D AI compute shortage supply chain across CPUs, high-speed connectivity, assembly and test, and semiconductor baskets. Optical Supply Chain Outflow -35.7% 30D Optical/photonics supply chain — AI optical supercycle plays. Laser sources (LITE, COHR), optical networking (CIEN), silicon photonics (ALAB, SMTC), foundry (TSEM), next-gen modulators (LWLG, SIVEF/Sivers Semiconductors… Memory Outflow -36.0% 30D Memory & Storage - HBM/DRAM (MU), HDDs/SSDs (STX, WDC), thematic ETF (DRAM Roundhill Memory ETF — added 2026-05-06 after launching ~April 2026; note refresh 2026-05-10: now +101.9% off $26.14 low to $52.80 ATH, +13.4%… Space Outflow -36.4% 30D Space plays — expanded 2026-05-27 for SpaceX IPO catalyst (debut 2026-06-12 NASDAQ:SPCX, $1.75T-$2T target, $40-80B raise, largest IPO ever). Originally only RKLB / ARKX / GSAT (3 names). Launch / rockets: RKLB… WFE Test Metrology Outflow -40.2% 30D Semiconductor wafer-fab equipment, process control, metrology, test, packaging, and materials suppliers.

6. Key Signals

Recorded signals · 50

CCJ: 3NTLA: 3PANW: 3PL: 3ZM: 3ABCL: 2ARM: 2CBRS: 2CEG: 2CEG: 2CRDO: 2DUK: 2ELAN: 2EQT: 2GEV: 2KGS: 2LEU: 2LEU: 2META: 2MPC: 2MSFT: 2MU: 2MU: 2MU: 2

7. Paper Trade Report Card

yolo $108,072 +8.1% 10 open · updated 2026-07-29

claude trader $105,621 +5.6% 26 open · updated 2026-07-24

bench signals $52,530 n/a 51 open · updated 2026-07-24

8. Active Perspectives

AI Power Bottleneck — Watts Per Rack + Generation-Side active high latest 2026-07-28

AI Power Delivery — The 30% Parasitic Loss active high latest 2026-07-28

Gulf Infrastructure Strike Scenario monitoring low latest 2026-07-28

Risk-On Tech Rotation — Concentrated Mega-Cap + AI Supercycle monitoring low latest 2026-07-28

The Gold Anomaly — Broken Safe Haven monitoring low latest 2026-07-28

AI Optical Supercycle — Wave-Curve Rotation monitoring high latest 2026-07-28

US Energy Dominance — Blockade as Leverage (absorbed iran-war-oil) monitoring critical latest 2026-07-28

Memory Supercycle — DRAM/NAND/HBM Structural Tightness active high latest 2026-07-28

SpaceX IPO Liquidity Event — $40-80B Drained from Markets, June 12 2026 monitoring high latest 2026-07-28

Nearline HDD Storage — Density-Led Oligopoly (allocated through 2027) monitoring medium latest 2026-07-28

Livestock Disease — New World Screwworm → Cattle-Supply Shock & Protein Rotation monitoring medium latest 2026-07-28

Biotech Capital Cycle — AI-Bio Platforms & Lab-Tools/CRO Picks-and-Shovels (IPO-Window Levered) monitoring medium latest 2026-07-28

Nuclear Fuel Cycle — AI-Driven Nuclear Demand (enrichment chokepoint + utility cash-flow) active medium latest 2026-07-28

CPU Shortage Supply Chain — Datacenter CPU Allocation + ABF Substrate Bottleneck monitoring high latest 2026-07-28

China Structural Discount — Multiple-Capped, Not Earnings-Capped (VIE / CCP / Macro Triptych) monitoring medium latest 2026-07-28

AI Capex Digestion — the Crowded-Trade Unwind active high latest 2026-07-28

Physical AI / Robotics — Arms-Dealers Over Moonshots (the Embodied-AI Rotation) active medium latest 2026-07-28

Quantum Computing — The Sovereign-Catalyst Trade (Basket-First, Lottery Underneath) monitoring medium latest 2026-07-28

AI Mega-IPO Liquidity Regime — Index Plumbing, Lockups, and the Issuance Bell monitoring medium latest 2026-07-28

Trump Policy Ticker Catalysts — Source-Tier Event Study monitoring low latest 2026-07-28

The Midterm Window — Q4 Turn Watch active medium latest 2026-07-28

Today's Actions · 42 META $585.61 · TSLA $298.32 · ORCL $117.74

exit · 3

META $585.61 breaking down — -6.6% this week, 26.4% off its 52-week high and still falling trend-hold

TSLA $298.32 breaking down — -20.2% this week, 40.2% off its 52-week high and still falling

ORCL $117.74 breaking down — -6.4% this week, 65.9% off its 52-week high and still falling

entry · 39

RTXE breaking out 2.8% off its 52-week high after a +10.4% week — a +23% three-month run, not a one-week pop

KO breaking out 2.0% off its 52-week high after a +8.4% week

AMGN breaking out 2.6% off its 52-week high after a +5.9% week

CRM coming into play — 30.0% off its 52-week high with the tape turning up (+15.6% this week)

ADBE coming into play — 29.0% off its 52-week high with the tape turning up (+20.6% this week)

T coming into play — 19.6% off its 52-week high with the tape turning up (+3.9% this week)

CCJ watch-grade call — 3 of 5 bells lit (research, advisory, regime) · tape broken trend-hold

NTLA $18.50 watch-grade call — 3 of 5 bells lit (research, advisory, regime); trigger at $18.50 · tape broken trend-hold

PL watch-grade call — 3 of 5 bells lit (research, advisory, regime) · tape broken trend-hold

PANW watch-grade call — 3 of 5 bells lit (research, tape, regime) trend-hold

ZM $92 watch-grade call — 3 of 5 bells lit (research, trigger, regime); trigger at $92 trend-hold

CME $280 in its $280 buy zone

FCX $56–63 in its $56–63 buy zone

LULU $135 in its $135 buy zone

VZ $44–48 in its $44–48 buy zone

MSI $434.20 tape broken · vwap reclaim — new this week

AMT $179.26 vwap reclaim — new this week

AAPL no setup today — still in trend, +3.8% this week, 1.9% off its 52-week high

AMZN no setup today — moving sideways, -7.4% this week, 18.6% off its 52-week high

ARGX no setup today — still in trend, +3.6% this week, 7.5% off its 52-week high

ARM no setup today — drifting down, -20.6% this week, 50.3% off its 52-week high trend-hold

ARQQ no setup today — under pressure, -14.3% this week, 75.0% off its 52-week high

GOOGL no setup today — drifting down, -1.6% this week, 17.6% off its 52-week high

HQ no setup today — moving sideways, -21.1% this week, 74.3% off its 52-week high

ILMN no setup today — still in trend, +2.1% this week, 2.2% off its 52-week high

INFQ no setup today — moving sideways, -13.8% this week, 58.5% off its 52-week high

IONQ no setup today — moving sideways, -7.8% this week, 62.2% off its 52-week high

LAES no setup today — under pressure, -13.5% this week, 74.2% off its 52-week high

MSFT no setup today — under pressure, +0.1% this week, 29.7% off its 52-week high trend-hold

MU no setup today — drifting down, -23.0% this week, 41.1% off its 52-week high trend-hold

NET no setup today — still in trend, +0.5% this week, 7.1% off its 52-week high

NTR no setup today — still in trend, +3.0% this week, 17.3% off its 52-week high

NVDA no setup today — moving sideways, -10.4% this week, 19.7% off its 52-week high trend-hold

OUST no setup today — drifting down, -19.4% this week, 50.9% off its 52-week high

QBTS no setup today — under pressure, -6.6% this week, 65.3% off its 52-week high

QUBT no setup today — under pressure, -7.7% this week, 71.8% off its 52-week high

RGTI no setup today — under pressure, -13.2% this week, 77.3% off its 52-week high

SNDK no setup today — drifting down, -36.5% this week, 56.9% off its 52-week high trend-hold

XNDU no setup today — moving sideways, -11.8% this week, 77.0% off its 52-week high

The desk's frozen record The machine-built sections as this issue recorded them — the tape, calls, and wires that were true on this date (desk plumbing and file-path lines removed for reading).

Regime State

State counts: collapse: 167, pullback: 353, uptrend: 146, downtrend: 128.
Latest transition batch: 2026-07-29 vs 2026-07-28; 0 confirmed state-to-state flips, 1 entries, 0 exits.
Confirmed flips: none in the latest transition batch.

Cross-sector Rotation

Money rotating INTO China Tech (RS +16.3, 0% strong-up), Trace Iran War Second And Third Orde (RS +14.5, 86% strong-up), Cloud SAAS (RS +13.2, 38% strong-up) — OUT OF WFE Test Metrology (RS -37.9), Space (RS -34.1), Memory (RS -33.7). Benchmark SPY -2.3% 30d. ⚡ EMERGING (turning up before the trailing board): Airlines (accel +5.2, 50% up), Peptide Economy (accel +4.0, 60% up). Fading leaders: Canadian OG (accel -4.1), Crypto (accel -5.0).
⚡ Front-run (emerging, turning up before the trailing board): Airlines (accel +5.2, 50% up); Peptide Economy (accel +4.0, 60% up).
Leadership shifts since last run: Trace Iran War Second And Third Orde (new-leader); Cloud SAAS (new-leader); Government Compute (lost-leadership); Alt Managers (lost-leadership); Space (new-laggard); Optical Supply Chain (left-laggards).

Volatility Gate

VIX 20.66 (ELEVATED) · 1d +13.5%. ↗️ VIX ELEVATED — 20.66 (20-30). Stress building, below the fear line.
No fire-sale trigger (rule: >=30% one-day spike is the trigger; the level alone is context).
Credit tape (7d): HYG -0.3% · LQD -0.4% · IEF +0.1% — the flush-vs-break discriminator: orderly credit means the selling is positioning, not a credit event.

The Prints

$005930.KS — Samsung Electronics Q2 2026, announced 2026-07-30 KST (the calendar stub carried the approximate 07-28 date): revenue ₩171.5T, +130% YoY (+28% QoQ); operating profit ₩89.49T (~$62B), +1,814% YoY — an 18-fold surge, margins above…
$MSFT — Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue $90.01B, +18% YoY (vs ~$87.6B expected); adjusted EPS $4.74 (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. Azure +43%,…
$META — Q2 2026, reported after the close 2026-07-29 — revenue beat, profit miss: revenue $60.80B, +27% YoY (vs $60.22B expected); EPS $6.18 vs $7.22 expected — a ~14% miss, down ~13% YoY, with AI infrastructure spend pressuring…
$QCOM — Reported 2026-07-29; the market reaction keyed off strategy, not the print: shares jumped ~14% after hours on the announced acquisition of AI software startup Modular, a preview of two upcoming AI chips, and a significantly raised…
$ARM — Q4 + fiscal year 2026, reported 2026-07-29: record revenue $1.49B, +20% YoY, driven by data-center royalties doubling and the launch of Arm's first own chip. EPS/guidance detail not yet verified in our pulls — gap note: fill…
⚠ 63 print(s) in this window are still unread stubs — results landed but nobody has written them up yet.

Upcoming Prints (next 72h)

2026-07-30 — $AAPL, $AMZN, $KLAC, $MA, $MPWR, $MSTR, $ABBV, $COIN +75 more
2026-07-31 — $XOM, $ETN, $CVX, $ABBV, $LIN, $CL, $NVT, $ARES +15 more
2026-08-01 — $BRK-B

Tripwires

Tripwires: no new trips since the 2026-07-29 duty pass.

Desk Calls

Ticker	Stance	Entry	Review-by	30d vs SPY
$CEG	watch	reclaim the 20-day (~$256) with hyperscaler spending language intact on the Jul…	2026-08-08	pending
$ELAN	watch	a volume-confirmed (at least average volume) close through the 52-week high…	2026-08-14	pending
$GEV	watch	held the AI unwind at −5%; reclaim the 20-day (~$1,085) and print a higher low	2026-08-08	pending
$LEU	watch	first higher low after a clean Jul 29–30 capex read — the −18% month is a beta…	2026-08-08	pending
$CLMT	pass	RSI 83 on 2.7x volume, +165% in a year — parabolic-chaser material, not trend-hold;…	2026-09-04	pending
$DK	pass	reopen if it builds a multi-week base above the 20-day ($52.58) and resumes — a…	2026-09-04	pending
$MPC	watch	the lane's quality large-cap; interest begins on the first pullback that HOLDS the…	2026-08-21	pending
$MU	watch (invalidation?)	Friday printed a reversal bar (low $804, closed $848.95); a close above that bar's…	2026-08-14	pending
$NVDA	watch (in zone)	the general never broke (−3.7% in 30 days vs the ETF's −15.7%); a reclaim of its…	2026-08-14	pending
$PANW	watch	the lane's strongest structure (-2.7% from its 52-week high, +83% on the year);…	2026-09-04	pending
$PL	watch (invalidation?)	untouchable while the knife falls (RSI 30, −14% on the week); interest begins when…	2026-09-11	pending
$PSX	watch	the diversified laggard of the three (+70% on the year, midstream/chem mix dilutes…	2026-08-21	pending
$S	watch	the laggard catching up (+30% in 30 days, still only +9% on the year and -8.6% from…	2026-09-10	pending
$SMH	watch (invalidation?)	the complex switch: first close back above the 50-day ($597.33) after a higher low,…	2026-08-14	pending
$STX	watch (in zone)	the complex's only accumulation-shaped bar: +5.7% on 1.35× volume, closed near the…	2026-08-14	pending
$VLO	watch	best 12-month tape of the pure refiners (+117%); same frame — first 20-day hold…	2026-08-21	pending
$ARM	watch (in zone)	reclaim the pre-registered $270 line and hold it — the trigger the thesis flag broke…	2026-08-08	pending
$CCJ	watch	washed out at RSI 30 — wait for the $84 shelf to hold and a first higher low; the…	2026-09-15	pending
$CEG	watch (in zone)	the merchant bellwether needs a turn signature, not a dip-buy — a base under the…	2026-09-15	pending
$DUK	watch	the one working expression — regulated rate-base growth from the same demand; a…	2026-09-15	pending
$LEU	watch	only after a full-quarter base — the enrichment monopoly story is intact but the…	2026-10-01	pending
$MU	watch	gated on the prints, not the chart — a storage/memory print (STX Jul 28, WDC Jul 29,…	2026-08-08	pending
$NVDA	watch	the R1 playbook leg — hold the 20-day retest (~$202) through the July 28–29 storage…	2026-08-08	pending
$TLN	watch (invalidation?)	the strongest tape of the merchants — hold the $360 shelf and the 200-day (~$371),…	2026-09-15	pending
$VST	watch (in zone)	reclaim the 200-day (~$166) and hold it — first sign the derate is done	2026-09-15	pending
$ABCL	watch (invalidation?)	the pop already happened (Feb low $2.78 to a $8.44 high) — this is the first flag;…	2026-08-31	pending
$CBRS	watch	a close above the post-flush bounce high ($221.30) confirms the higher low and…	2026-08-31	pending
$META	watch (in zone)	second reclaim attempt off a higher low — buy interest is a close above ~$665,…	2026-08-31	pending
$MSFT	watch	no turn signature yet — interest begins at the 200-day reclaim (~$442) after a base;…	2026-10-01	pending
$NTLA	watch (invalidation?)	golden cross, +31% month, and a fresh impulse into $18.48 on July 2 — buy interest…	2026-08-31	pending
$ORCL	pass	reopen when the knife stops: the February low ($136) holds on this retest AND a +7%…	2026-10-01	pending
$AXTI	pass	reopen only if it bases above its 200-day (~$42.55) for a full quarter AND revenue…	2026-10-01	pending
$CIFR	pass	reopen only on revenue inflecting up AND visible de-leveraging of the $4.4B debt stack	2026-10-01	pending
$CORZ	pass	reopen on a recapitalization that restores positive equity with the CoreWeave…	2026-10-01	pending
$CRDO	buy (in zone)	elite fundamentals (33% operating margin on $1.34B FY26 revenue) with the…	2026-09-15	pending
$CRWV	pass	reopen only on a financing regime change — interest expense stabilizing while…	2026-10-01	pending
$EQT	watch	the fundamentals are the best in the sweep (net income nearly quadrupled in two…	2026-10-01	pending
$HUT	pass	reopen on a financed capacity deal that closes the gap between $160M of cash and…	2026-10-01	pending
$KGS	buy (invalidation?)	the sleeper — record Q1, raised full-year guidance to include the Distributed Power…	2026-08-15	pending
$MXL	watch (in zone)	wire-flagged inflection but already a 4.5x over the year and −16% this week on no…	2026-08-15	pending
$NBIS	buy (in zone)	pullback within an intact uptrend — buy the 50-day reclaim at ~$217, which says the…	2026-08-31	pending
$OKTA	pass	the rotation's confirming leader — but RSI 78 and 3% off its high is chasing; reopen…	2026-09-15	pending
$TER	buy	the −21% week has no company event behind it — Q1 revenue rose 87% with a 21% EPS…	2026-08-15	pending
$WDAY	watch	the earnings proof-point of the rotation (beat + raised subscription guide) but…	2026-09-15	pending
$WULF	watch (invalidation?)	the $2.63B war chest has to start converting into hosting revenue on the P&L — watch…	2026-08-15	pending
$SKHY	watch (invalidation?)	first clean post-debut base — not the open (debut ~2026-07-10)	2026-08-01	n/a
$ZM	watch (in zone)	2 consecutive quarters of accelerating revenue; base over $92	2026-09-01	pending
$MU	buy	own the up-cycle with cycle sizing — record DRAM/HBM pricing power, HBM booked…	2026-09-01	pending
$SNDK	watch	only on evidence the +69% NAND operating margin is a baseline, not the peak — two…	2026-09-01	pending
$STX	buy	own the cleanest un-hyped inflection — nearline-HDD margins compounding 23%→32% over…	2026-09-01	pending
$WDC	buy	same nearline thesis as STX — margins 10%→36% on the same AI storage driver, no hype…	2026-09-01	pending

A desk call is an authored stance from a published report; entry and invalidation conditions are human-read, and the full ledger lives at /calls.

30d vs SPY is the raw name-vs-SPY move since the call — for trim/sell calls a NEGATIVE number means the call worked (the name fell after it).

From the Feeds

Curated picks from the last 7 days of the X / Reddit / Discord / web sweep — items the desk read and kept, not the raw capture firehose. Source: -pick- (type: curated-find).

reddit u/nbaphilly17 — r/stocks — CXMT's IPO pop doesn't touch SK Hynix's actual HBM thesis $HY9H.F · link
- A grounded rebuttal to the CXMT-panic framing that's been hitting SK Hynix and the broader memory trade this week: argues CXMT's outsized IPO pop reflects share gains in commodity DRAM, not the HBM3E/HBM4, advanced-packaging, and hyperscaler-qualification businesses that actually anchor the SK Hynix bull case, and tha…
web Reuters / Benzinga / TipRanks (via SEC… — AXT — Tongmei withdraws Shanghai STAR IPO bid, pivots to Hong Kong listing for InP business $AXTI · link
- AXT's China-based substrate subsidiary Tongmei is withdrawing its Shanghai STAR Market IPO application and instead pursuing a Hong Kong Stock Exchange listing focused specifically on the indium phosphide business, per Reuters citing an SEC filing (also reported by Benzinga and TipRanks, all dated 2026-07-29). AXT shar…
𝕏 Gaetano (@crux_capital_) — crux_capital_ — the photonics buildout isn't over, even at the height of fear $LITE $GLW $COHR $AAOI $SIVEF · link
- A tracked photonics-supply-chain analyst who has followed this complex through the pre-hype, peak-hype, and now sentiment-washout phases argues the underlying physical buildout across Lumentum, Corning, Coherent, Applied Optoelectronics, and Sivers Semiconductors (tagged $SIVE, tracked as SIVEF) hasn't stopped even as…
𝕏 Zephyr (@zephyr_z9) — zephyr_z9 — China's chip-export jump traces to Korean-owned fabs, not indigenous mature-node output $HY9H.F · link
- Pushes back on the read that a jump in Chinese chip exports reflects domestic mature-node chipmaking closing the gap: attributes the increase specifically to SK Hynix's own Dalian NAND and Wuxi DRAM fabs and Samsung's Xi'an NAND fab — Korean-owned capacity operating inside China, not a Chinese-chip substitution story.…
reddit u/app1310 — Short sellers notch $15.5B profit as SpaceX slides below its IPO price $SPCX $TSLA · link
- Named-source number (Ortex: $15.5B in short paper profit) on the post-IPO SpaceX slide from $225.64 high to a fresh $115.26 low, below the $135 IPO price — the clearest quantified read yet on how hard the market is fading the mega-IPO liquidity story, and it ties the SpaceX unwind explicitly to the same AI-capex-cashf…
reddit u/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom $NVDA $AVGO $005930.KS $000660.KS · link
- Consolidated read on the largest single memory/AI-infra commitment of the cycle: $750B in SK Group deals (Nvidia $500B+ headline, an SK Hynix HBM4 long-term supply pact, a 2GW 2027 Vera Rubin datacenter) plus a $200B Samsung-Broadcom MOU on sub-2nm foundry and packaging — real counterparties committing real capital ex…
reddit u/aperartnft — Alphabet's 82% cloud growth got sold anyway; capex guidance is why $GOOGL $TSLA · link
- Cleanest numeric lay-down of the post-earnings paradox: Google Cloud growth accelerated to 82% ($24.8B rev, margin 20.7%->35.6%, backlog +$50B q/q to $514B) and the stock still fell 6-7% purely on the capex guide raised to $205B — the market pricing capex, not growth, extends the desk's Jul 22 Alphabet capex read with…
𝕏 Paradis Labs (@ParadisLabs) — ParadisLabs — LPKF Laser H1: ugly headline numbers, more nuanced underneath $LPK.DE $LPKFF · link
- H1 headline numbers are rough (revenue -38.3%, EBIT and FCF both negative, cash halved), but the thread frames it as more nuanced than the print alone suggests — worth tracking since LPKF sits in the optical-supply-chain watchlist as a laser-tooling name for advanced packaging.
reddit u/aperartnft — NVDA's 9.3% Nebius stake: guaranteed customer or circular financing $NVDA $NBIS · link
- NBIS sits at 3/5 on the desk's alarm board as a buy stance; a disclosed 9.3% NVDA stake is both the bull case (locked demand, distribution) and the bear case (circular financing) in one filing — the post frames the tension cleanly rather than picking a side.
web CNBC — Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases' $GOOGL $NVDA $CEG $GEV · link
- First hyperscaler capex print of the cycle landed a week before the Jul 29-30 reads several desk calls are gated on — and it validates the supplier side hard: $44.9B in one quarter, 60% to servers, CFO guiding 2027 'significantly' higher. The stock sank on the call: capex scares the spender, pays the suppliers — the K…
web ADATA chairman via wccftech (surfaced b… — ADATA chairman: DRAM shortage lasts another 10 years, 'AI bubble talk can wait until 2040' $MU $SNDK · link
- A named memory-industry principal putting a decade horizon on the shortage the memory-supercycle thesis rides — vendor talking his book, but the strongest public duration claim yet, and it surfaced hot (502 points on the r/wallstreetbets link post) the same week Kioxia-led memory names ripped.

Filings

NEW: $MSFT 10-K filed 2026-07-29 (period 2026-06-30)
NEW: $MSFT 8-K filed 2026-07-29 (period 2026-07-29)
NEW: $ARM 6-K filed 2026-07-29 (period 2026-06-30)
NEW: $ARM 6-K filed 2026-07-29 (period 2026-07-29)
NEW: $BE 10-Q/A filed 2026-07-29 (period 2026-06-30)
NEW: $BNTX 6-K filed 2026-07-29 (period 2026-07-29)
NEW: $FUBO 8-K filed 2026-07-29 (period 2026-07-28)
NEW: $SOFI 8-K filed 2026-07-29 (period 2026-07-29)
NEW: $VICR 10-Q filed 2026-07-29 (period 2026-06-30)
NEW: $VRT 10-Q filed 2026-07-29 (period 2026-06-30)
NEW: $VRT 8-K filed 2026-07-29 (period 2026-07-29)
Last 14 days: $MSFT 10-K (2026-07-29); $MSFT 8-K (2026-07-29); $ARM 6-K (2026-07-29); $ARM 6-K (2026-07-29); $BE 10-Q/A (2026-07-29); $BNTX 6-K (2026-07-29); $FUBO 8-K (2026-07-29); $SKHY 6-K (2026-07-29); ….

Breadth And Movers

Price truth: *; primary summary date 2026-07-29. Row dates: 2026-07-30: 13, 2026-07-29: 1745, 2026-07-28: 42, 2026-07-24: 17, 2026-07-17: 1, 2026-07-16: 1, 2026-06-29: 1.

Summary coverage: 1745/1820 rows at 2026-07-29; 987 unique symbols after de-duplication.
Unique-symbol breadth: 262 up, 716 down, 9 flat; median 1D change -1.7%.
Market-pulse breadth: 9 up, 32 down, 0 flat; median 1D change -1.1% from market-pulse.

Top gainers by 1D change (filtered to price >= $1, dollar volume >= $50M, finite RSI):

Symbol	1D	7D	30D	RSI	Signal	Price	Source
$LAD	+19.3%	+25.8%	+47.2%	84.8	Extreme overbought	$427.48	monster-discoveries
$SOXS	+16.4%	+64.3%	+125.8%	37.0	strong-down	$73.15	etf-ideas
$AVTR	+15.8%	+31.3%	+45.3%	83.3	Extreme overbought	$14.38	biotech-capital-cycle
$CAKE	+13.6%	+18.0%	+27.2%	83.3	Extreme overbought	$101.14	monster-discoveries
$NP	+10.1%	+17.0%	+11.5%	68.3	Overbought	$35.11	monster-discoveries

Top laggards by 1D change (same filter):

Symbol	1D	7D	30D	RSI	Signal	Price	Source
$LMND	-23.7%	-25.3%	-27.2%	28.7	Oversold	$47.38	holdings-stocks
$AAUC	-18.3%	-21.5%	-28.4%	20.9	Extreme oversold	$17.03	monster-discoveries
$VRT	-17.3%	-25.9%	-33.4%	26.9	Oversold	$223.04	spacex-s1-supply-chain
$ACHC	-16.3%	-21.4%	-7.4%	38.0	weak-down	$27.35	monster-discoveries
$SOXL	-16.0%	-42.9%	-65.5%	33.5	Oversold	$91.99	etf-ideas

Targets In Zone

Target	Anchor date	Tickers	Mechanical status	Level
NVDA — Entry-Zone Target (2026-07-11 full-scan promotion, AI)	2026-07-11	$NVDA	✅ HIT — NVDA $206.84, RSI 51.0, weak-down, golden cross, +1.7% vs SMA20…	$198–204 (SMA20 $201.95 retest) — buy the flag, not the pop
WMT — Entry-Zone Target (2026-07-07 full-scan promotion)	2026-07-07	$WMT	🟢 IN ZONE (deeper retest) — WMT $109.47, trend down, RSI 38.1, -2.5% vs…	$108–111 (base first) → confirm on SMA200 reclaim $116.71
GOOGL — Entry-Zone Target (2026-06-26 EOW anchor)	2026-06-26	$GOOGL	✅ HIT — GOOGL $319.74, RSI 32.8, down trend, golden cross, -9.2% vs SMA20,…	SMA20 reclaim ~$360 is THE rotation bellwether → confirms quality-dip resumes;…
ADBE entry-zone — $195-$210	2026-06-16	$ADBE	✅ HIT — ADBE $225.11, RSI 51.5 (recovered from 31.7), strong-down trend but…	$195-$210
CRWD entry-zone — $163.75-$172.50 (split-adjusted)	2026-06-16	$CRWD	✅ HIT — CRWD $183.28 (split-adjusted), RSI 47.3, strong-up, golden cross,…	$163.75-$172.50 (split-adjusted 4:1 2026-07-02; set pre-split as $655-$690)
WMT entry-zone - <$125	2026-05-23	$WMT	🟢 IN ZONE — WMT $121.03 < $125 threshold. RSI 47.4, weak-down. -9.23% 30D.…	<$125
ABT entry-zone - <$92	2026-04-26	$ABT	🟢 IN ZONE — ABT $90.62 < $92 threshold. RSI 54.3 (neutral), but strong-down…	<$92
CME entry-zone — <$280	2026-04-26	$CME	🟢 IN ZONE — CME $261.60 < $280 threshold. RSI 41.9, down. -13.82% 30D. -2.6%…	<$280

Convergence Leaders

Stocks in projection: 521; convergentCount 3; divergentCount 11.

Symbol	Score	Scans	Bull	Neutral	Latest signal date
$CROX	5	4	4	0	2026-07-28
$BESIY	4	3	2	1	2026-07-28
$DPZ	4	3	2	1	2026-07-28
$DXCM	4	2	2	0	2026-07-28
$GILD	4	2	2	0	2026-07-28
$FTNT	3	3	2	1	2026-07-28
$OKTA	3	3	2	1	2026-07-28
$BIIB	3	2	2	0	2026-07-28

The Desk Archived issue, published Jul 29, 2026 . Only the modules that are actually true for this date are shown — what changed since the prior issue, the scans it rests on, and the catalysts in its week. The desk's live state (calls, paper book, alarm board, tape internals) belongs to today, not to this issue, so it is not replayed here: see Calls, Positions and Tape.

Conditions

The market climate this issue was written in — frozen from its own date by design. Every day's card, in order, is on Conditions.

Indexes · 7d: SPY-2.4%QQQ-6.2%IWM-1.8%RSP+1.4%
Volatility: VIX 20.66ELEVATED · 1d +13.5%No fire-sale trigger — needs a ≥30% one-day spike
Rotation · 30d strength: 29 in / 28 outEach side counts the desk's tracked theme watchlists (68 ranked) by the 30-day median relative strength of their member stocks vs SPY — shown in RS points. Any ETFs listed are trade handles for the theme, not the measurement.
Credit · 7d: HYG-0.3%LQD-0.4%IEF+0.1%Orderly credit = the selling is positioning, not a credit event
Hard assets · 7d: GLD-2.1%USO-1.8%COPX-2.2%Gold · oil · copper miners

Rotation board Show all 10 themes

Rotating in RS vs SPY

China Tech +16.3

Tracked ETFs KWEB FXI ASHR
Trace Iran War Second And Third Order Effects +14.5
Cloud SAAS +13.2

Tracked ETFs CLOU SKYY
Government Compute +11.0
Volume Setups +10.2

Rotating out RS vs SPY

WFE Test Metrology -37.9
Space -34.1

Tracked ETFs ARKX
Memory -33.7

Tracked ETFs DRAM EWY DISK
Optical Supply Chain -33.4

Tracked ETFs LAZR
CPU Shortage Supply Chain -32.4

Tracked ETFs SMH

Each side counts the desk's tracked theme watchlists (68 ranked) by the 30-day median relative strength of their member stocks vs SPY — shown in RS points. Any ETFs listed are trade handles for the theme, not the measurement.

Frozen snapshot — numbers are as of 2026-07-29 by design; the dated strip of these cards is the climate history.

This Week's Catalysts

Recent prints come from this issue's frozen record; upcoming rows are calendar entries dated 2026-07-29 through 2026-08-04. Curated big events and tracked earnings are visible; the full print calendar stays behind the fold.

Recent prints · recorded with this issue · +135 more in the frozen record

BA Jul 28 captured Scheduled earnings event auto-generated from `stonks/data/calendar.json`.

KLAC Jul 28 captured Scheduled earnings event auto-generated from the market-engine calendar cache.

STX Jul 28 captured Scheduled earnings event auto-generated from the market-engine calendar cache. Seagate's print is scheduled after the 2026-07-28 close; as of this pass, `research/market-engine/data/stocks/STX/news/latest.json` (fetched 2026-07-29T01:15:59Z) carries pre-print coverage only — TheStreet's Cramer segment explicitly frames its piece as running "ahead of fourth-q...

V Jul 28 captured Scheduled earnings event auto-generated from the market-engine calendar cache.

ARM Jul 29 captured Q4 + fiscal year 2026, reported 2026-07-29: record revenue **$1.49B, +20% YoY**, driven by **data-center royalties doubling** and the launch of Arm's first own chip. EPS/guidance detail not yet verified in our pulls — gap note: fill margins + guidance from the earnings release on the next news pass.

LRCX Jul 29 scheduled Scheduled earnings event auto-generated from `stonks/data/calendar.json`.

META Jul 29 captured Q2 2026, reported after the close 2026-07-29 — revenue beat, profit miss: revenue **$60.80B, +27% YoY** (vs $60.22B expected); EPS **$6.18 vs $7.22 expected — a ~14% miss**, down ~13% YoY, with AI infrastructure spend pressuring profitability. Shares fell ~4% in the initial after-hours reaction. The split against Microsoft's same-night beat is the story: the

MSFT Jul 29 captured Q4 FY2026, reported after the close 2026-07-29 — a beat across every line: revenue **$90.01B, +18% YoY** (vs ~$87.6B expected); adjusted EPS **$4.74** (vs $4.24 est; GAAP $4.81, +32%); GAAP net income $35.8B, +31%. **Azure +43%**, crossing **$100B in full-year revenue**; Microsoft Cloud $59.3B (+27%); commercial RPO **+84% to $678B**; Microsoft 365 Copilot p...

PG Jul 29 scheduled Scheduled earnings event auto-generated from `stonks/data/calendar.json`.

QCOM Jul 29 captured Reported 2026-07-29; the market reaction keyed off strategy, not the print: shares **jumped ~14% after hours** on the announced acquisition of AI software startup **Modular**, a preview of two upcoming AI chips, and a significantly raised fiscal-2029 guidance.

WDC Jul 29 scheduled Scheduled earnings event auto-generated from the market-engine calendar cache.

No curated big-event catalysts on file for this week.

Tracked earnings · 20

Focus-list and tape-moving names. All 374 earnings and dividend prints remain available below.

Jul 29

ARM LRCX META MSFT PG QCOM WDC

Jul 30

AAPL AMZN COIN ILMN KLAC MA NET

Jul 31

CVX XOM

Aug 1

BRK-B

Aug 4

AMD CAT HQ

ARM Beat vs analyst consensus

Jul 29

EPS $0.45 est. $0.40 · +11.4%

LRCX Beat vs analyst consensus

Jul 29

EPS $1.82 est. $1.68 · +8.1%

META Miss vs analyst consensus

Jul 29

EPS $6.18 est. $7.22 · -14.4%

MSFT Beat vs analyst consensus

Jul 29

EPS $4.74 est. $4.24 · +11.8%

PG Beat vs analyst consensus

Jul 29

EPS $1.43 est. $1.41 · +1.6%

QCOM Miss vs analyst consensus

Jul 29

EPS $2.21 est. $2.22 · -0.5%

AAPL Beat vs analyst consensus

Jul 30

EPS $2.02 est. $1.89 · +6.7%

AMZN Beat vs analyst consensus

Jul 30

EPS $5.75 est. $1.83 · +215.0%

COIN Miss vs analyst consensus

Jul 30

EPS $-1.36 est. $-0.24 · -476.2%

ILMN Beat vs analyst consensus

Jul 30

EPS $1.31 est. $1.23 · +6.8%

MA Beat vs analyst consensus

Jul 30

EPS $5.04 est. $4.78 · +5.5%

CVX Beat vs analyst consensus

Jul 31

EPS $6.06 est. $5.57 · +8.8%

XOM Beat vs analyst consensus

Jul 31

EPS $4.11 est. $3.63 · +13.3%

AMD Beat vs analyst consensus

Aug 4

EPS $1.66 est. $1.61 · +3.2%

CAT Beat vs analyst consensus

Aug 4

EPS $8.17 est. $6.20 · +31.8%

HQ Miss vs analyst consensus

Aug 4

EPS $-0.10 est. $-0.09 · -12.8%

All earnings & dividend prints this week (374)

Jul 29 earnings 005930.KS 005930.KS earnings — 2026-07-29
Jul 29 earnings ACHC ACHC earnings — 2026-07-29
Jul 29 earnings ADPT ADPT earnings — 2026-07-29
Jul 29 earnings AEM AEM earnings — 2026-07-29
Jul 29 earnings AGI AGI earnings — 2026-07-29
Jul 29 earnings AIXA.DE AIXA.DE earnings — 2026-07-29
Jul 29 earnings ALB ALB earnings — 2026-07-29
Jul 29 earnings AMVMF AMVMF earnings — 2026-07-29
Jul 29 earnings APH APH earnings — 2026-07-29
Jul 29 earnings APLD APLD earnings — 2026-07-29
Jul 29 earnings AR AR earnings — 2026-07-29
Jul 29 earnings ARCB ARCB earnings — 2026-07-29
Jul 29 earnings ARIS ARIS earnings — 2026-07-29
Jul 29 earnings ARM ARM earnings — 2026-07-29
Jul 29 earnings ATH.TO ATH.TO earnings — 2026-07-29
Jul 29 earnings AUR AUR earnings — 2026-07-29
Jul 29 earnings AVTR AVTR earnings — 2026-07-29
Jul 29 earnings AWK AWK earnings — 2026-07-29
Jul 29 earnings AXGN AXGN earnings — 2026-07-29
Jul 29 earnings BELFA BELFA earnings — 2026-07-29
Jul 29 earnings BELFB BELFB earnings — 2026-07-29
Jul 29 earnings BG BG earnings — 2026-07-29
Jul 29 earnings BHE BHE earnings — 2026-07-29
Jul 29 earnings BIIB BIIB earnings — 2026-07-29
Jul 29 earnings BKNG BKNG earnings — 2026-07-29
Jul 29 earnings BTU BTU earnings — 2026-07-29
Jul 29 earnings BVN BVN earnings — 2026-07-29
Jul 29 earnings CGNX CGNX earnings — 2026-07-29
Jul 29 earnings CHEF CHEF earnings — 2026-07-29
Jul 29 earnings CLBKE CLBK earnings — 2026-07-29
Jul 29 earnings CMG CMG earnings — 2026-07-29
Jul 29 earnings CNK CNK earnings — 2026-07-29
Jul 29 earnings CNXN CNXN earnings — 2026-07-29
Jul 29 earnings COCO COCO earnings — 2026-07-29
Jul 29 earnings COKE COKE earnings — 2026-07-29
Jul 29 earnings CORT CORT earnings — 2026-07-29
Jul 29 earnings CSTM CSTM earnings — 2026-07-29
Jul 29 earnings CVE CVE earnings — 2026-07-29
Jul 29 earnings DXCM DXCM earnings — 2026-07-29
Jul 29 earnings DYN DYN earnings — 2026-07-29
Jul 29 earnings E E earnings — 2026-07-29
Jul 29 earnings EBAY EBAY earnings — 2026-07-29
Jul 29 earnings EOSE EOSE earnings — 2026-07-29
Jul 29 earnings EQIX EQIX earnings — 2026-07-29
Jul 29 earnings FFIV FFIV earnings — 2026-07-29
Jul 29 earnings FMC FMC earnings — 2026-07-29
Jul 29 earnings FORM FORM earnings — 2026-07-29
Jul 29 earnings FTNT FTNT earnings — 2026-07-29
Jul 29 earnings FTRE FTRE earnings — 2026-07-29
Jul 29 earnings GD GD earnings — 2026-07-29
Jul 29 earnings GDRZF GDRZF earnings — 2026-07-29 (print unconfirmed; same quarter as August 10)
Jul 29 earnings GEV GEV earnings — 2026-07-29
Jul 29 earnings GKOS GKOS earnings — 2026-07-29
Jul 29 earnings GNRC GNRC earnings — 2026-07-29
Jul 29 earnings GRMN GRMN earnings — 2026-07-29
Jul 29 earnings HBM HBM earnings — 2026-07-29
Jul 29 earnings HLT HLT earnings — 2026-07-29
Jul 29 earnings HOOD HOOD earnings — 2026-07-29
Jul 29 earnings HUM HUM earnings — 2026-07-29
Jul 29 earnings HXL HXL earnings — 2026-07-29
Jul 29 earnings ICLR ICLR earnings — 2026-07-29
Jul 29 earnings IONS IONS earnings — 2026-07-29
Jul 29 earnings JCI JCI earnings — 2026-07-29
Jul 29 earnings LAD LAD earnings — 2026-07-29
Jul 29 earnings LHX LHX earnings — 2026-07-29
Jul 29 earnings LMND LMND earnings — 2026-07-29
Jul 29 earnings LRCX LRCX earnings — 2026-07-29
Jul 29 earnings MEOH MEOH earnings — 2026-07-29
Jul 29 earnings META META earnings — 2026-07-29
Jul 29 earnings MOD MOD earnings — 2026-07-29
Jul 29 earnings MSFT MSFT earnings — 2026-07-29
Jul 29 earnings MYRG MYRG earnings — 2026-07-29
Jul 29 earnings NSP NSP earnings — 2026-07-29
Jul 29 earnings OWL OWL earnings — 2026-07-29
Jul 29 earnings PG PG earnings — 2026-07-29
Jul 29 earnings PPC PPC earnings — 2026-07-29
Jul 29 earnings PUMP PUMP earnings — 2026-07-29
Jul 29 earnings QCOM QCOM earnings — 2026-07-29
Jul 29 earnings RR RR earnings — 2026-07-29 (no report on this date)
Jul 29 earnings SBUX SBUX earnings — 2026-07-29
Jul 29 earnings SIMO SIMO earnings — 2026-07-29
Jul 29 earnings SOFI SOFI earnings — 2026-07-29
Jul 29 earnings ST ST earnings — 2026-07-29
Jul 29 earnings STNG STNG earnings — 2026-07-29
Jul 29 earnings TER TER earnings — 2026-07-29
Jul 29 earnings TEVA TEVA earnings — 2026-07-29
Jul 29 earnings TKR TKR earnings — 2026-07-29
Jul 29 earnings TT TT earnings — 2026-07-29
Jul 29 earnings TTMI TTMI earnings — 2026-07-29
Jul 29 earnings VKTX VKTX earnings — 2026-07-29
Jul 29 earnings VMC VMC earnings — 2026-07-29
Jul 29 earnings VRT VRT earnings — 2026-07-29
Jul 29 earnings WAT WAT earnings — 2026-07-29
Jul 29 earnings WCP.TO WCP.TO earnings — 2026-07-29
Jul 29 earnings WDC WDC earnings — 2026-07-29
Jul 29 earnings WING WING earnings — 2026-07-29
Jul 30 earnings AAMI AAMI earnings — 2026-07-30
Jul 30 earnings AAPL AAPL earnings — 2026-07-30
Jul 30 earnings ABBV ABBV earnings — 2026-07-30
Jul 30 earnings AEVA AEVA earnings — 2026-07-30
Jul 30 earnings AG AG earnings — 2026-07-30
Jul 30 earnings AGIO AGIO earnings — 2026-07-30
Jul 30 earnings AGM AGM earnings — 2026-07-30
Jul 30 earnings AIXA.DE AIXA.DE earnings — 2026-07-30
Jul 30 earnings ALGM ALGM earnings — 2026-07-30
Jul 30 earnings ALNY ALNY earnings — 2026-07-30
Jul 30 earnings AMRX AMRX earnings — 2026-07-30
Jul 30 earnings AMZN AMZN earnings — 2026-07-30
Jul 30 earnings APD APD earnings — 2026-07-30
Jul 30 earnings ARES ARES earnings — 2026-07-30
Jul 30 earnings ARW ARW earnings — 2026-07-30
Jul 30 earnings ASX ASX earnings — 2026-07-30
Jul 30 earnings AXTI AXTI earnings — 2026-07-30
Jul 30 earnings BANB.SW BANB.SW earnings — 2026-07-30
Jul 30 earnings BAX BAX earnings — 2026-07-30
Jul 30 earnings BBAI BBAI earnings — 2026-07-30
Jul 30 earnings BFLY BFLY earnings — 2026-07-30
Jul 30 earnings BIIB BIIB earnings — 2026-07-30
Jul 30 earnings BIP BIP earnings — 2026-07-30
Jul 30 earnings BIPC BIPC earnings — 2026-07-30
Jul 30 earnings BTE BTE earnings — 2026-07-30
Jul 30 earnings BTE.TO BTE.TO earnings — 2026-07-30
Jul 30 earnings BTU BTU earnings — 2026-07-30
Jul 30 earnings BVN BVN earnings — 2026-07-30
Jul 30 earnings BWIN BWIN earnings — 2026-07-30
Jul 30 earnings CDNA CDNA earnings — 2026-07-30
Jul 30 earnings CLX CLX earnings — 2026-07-30
Jul 30 earnings CNK CNK earnings — 2026-07-30
Jul 30 earnings COHU COHU earnings — 2026-07-30
Jul 30 earnings COIN COIN earnings — 2026-07-30
Jul 30 earnings CORT CORT earnings — 2026-07-30
Jul 30 earnings CROX CROX earnings — 2026-07-30
Jul 30 earnings CRS CRS earnings — 2026-07-30
Jul 30 earnings CTVA CTVA earnings — 2026-07-30
Jul 30 earnings CVE CVE earnings — 2026-07-30
Jul 30 earnings CVS CVS earnings — 2026-07-30
Jul 30 earnings DAR DAR earnings — 2026-07-30
Jul 30 earnings DFTX DFTX earnings — 2026-07-30
Jul 30 earnings DRH DRH earnings — 2026-07-30
Jul 30 earnings DTM DTM earnings — 2026-07-30
Jul 30 earnings DXCM DXCM earnings — 2026-07-30
Jul 30 earnings DYN DYN earnings — 2026-07-30
Jul 30 earnings ECHO ECHO earnings — 2026-07-30
Jul 30 earnings ECHO ECHO earnings — 2026-07-30 (duplicate, superseded)
Jul 30 earnings EME EME earnings — 2026-07-30
Jul 30 earnings ENTG ENTG earnings — 2026-07-30
Jul 30 earnings EPD EPD earnings — 2026-07-30
Jul 30 earnings ERO ERO earnings — 2026-07-30
Jul 30 earnings EXC EXC earnings — 2026-07-30
Jul 30 earnings FSLR FSLR earnings — 2026-07-30
Jul 30 earnings FTI FTI earnings — 2026-07-30
Jul 30 earnings GDRZF GDRZF earnings — 2026-07-30 (print unconfirmed; same quarter as August 10)
Jul 30 earnings GH GH earnings — 2026-07-30
Jul 30 earnings HII HII earnings — 2026-07-30
Jul 30 earnings HOCPY HOCPY earnings — 2026-07-30
Jul 30 earnings HPS-A.TO HPS-A.TO earnings — 2026-07-30
Jul 30 earnings HYMC HYMC earnings — 2026-07-30
Jul 30 earnings IBIDF IBIDF earnings — 2026-07-30
Jul 30 earnings ILMN ILMN earnings — 2026-07-30
Jul 30 earnings KBR KBR earnings — 2026-07-30
Jul 30 earnings KKR KKR earnings — 2026-07-30
Jul 30 earnings KLAC KLAC earnings — 2026-07-30
Jul 30 earnings LTH LTH earnings — 2026-07-30
Jul 30 earnings MA MA earnings — 2026-07-30
Jul 30 earnings MATX MATX earnings — 2026-07-30
Jul 30 earnings MLM MLM earnings — 2026-07-30
Jul 30 earnings MPWR MPWR earnings — 2026-07-30
Jul 30 earnings MSI MSI earnings — 2026-07-30
Jul 30 earnings MSTR MSTR earnings — 2026-07-30
Jul 30 earnings MTD MTD earnings — 2026-07-30
Jul 30 earnings MTZ MTZ earnings — 2026-07-30
Jul 30 earnings NCLH NCLH earnings — 2026-07-30
Jul 30 earnings NEOG NEOG earnings — 2026-07-30
Jul 30 earnings NET NET earnings — 2026-07-30
Jul 30 earnings NGKIF NGKIF earnings — 2026-07-30
Jul 30 earnings NXT NXT earnings — 2026-07-30
Jul 30 earnings OWL OWL earnings — 2026-07-30
Jul 30 earnings PWR PWR earnings — 2026-07-30
Jul 30 earnings RBLX RBLX earnings — 2026-07-30
Jul 30 earnings RDDT RDDT earnings — 2026-07-30
Jul 30 earnings REGN REGN earnings — 2026-07-30
Jul 30 earnings RIOT RIOT earnings — 2026-07-30 (no report on this date)
Jul 30 earnings RIVN RIVN earnings — 2026-07-30
Jul 30 earnings RR.L RR.L earnings — 2026-07-30
Jul 30 earnings RYCEY RYCEY earnings — 2026-07-30
Jul 30 earnings SPGI SPGI earnings — 2026-07-30
Jul 30 earnings SPXC SPXC earnings — 2026-07-30
Jul 30 earnings STNG STNG earnings — 2026-07-30
Jul 30 earnings SU.PA SU.PA earnings — 2026-07-30
Jul 30 earnings SYK SYK earnings — 2026-07-30
Jul 30 earnings TAC TAC earnings — 2026-07-30
Jul 30 earnings TEM TEM earnings — 2026-07-30
Jul 30 earnings TT TT earnings — 2026-07-30
Jul 30 earnings VLO VLO earnings — 2026-07-30
Jul 30 earnings VMC VMC earnings — 2026-07-30
Jul 30 earnings YUM YUM earnings — 2026-07-30
Jul 31 earnings ABBV ABBV earnings — 2026-07-31
Jul 31 earnings ARES ARES earnings — 2026-07-31
Jul 31 earnings AU AU earnings — 2026-07-31
Jul 31 earnings BEN BEN earnings — 2026-07-31
Jul 31 earnings BEP BEP earnings — 2026-07-31
Jul 31 earnings BEPC BEPC earnings — 2026-07-31
Jul 31 earnings BTSG BTSG earnings — 2026-07-31
Jul 31 earnings CCJ CCJ earnings — 2026-07-31
Jul 31 earnings CL CL earnings — 2026-07-31
Jul 31 earnings CVX CVX earnings — 2026-07-31
Jul 31 earnings ETN ETN earnings — 2026-07-31
Jul 31 earnings FANUY FANUY earnings — 2026-07-31
Jul 31 earnings HOCPY HOCPY earnings — 2026-07-31
Jul 31 earnings IESC IESC earnings — 2026-07-31
Jul 31 earnings IMO IMO earnings — 2026-07-31
Jul 31 earnings LIN LIN earnings — 2026-07-31
Jul 31 earnings LYB LYB earnings — 2026-07-31
Jul 31 earnings MOG-A MOG-A earnings — 2026-07-31
Jul 31 earnings MRAAY MRAAY earnings — 2026-07-31
Jul 31 earnings MRNA MRNA earnings — 2026-07-31
Jul 31 earnings NCTKF NCTKF earnings — 2026-07-31
Jul 31 earnings NVT NVT earnings — 2026-07-31
Jul 31 earnings OGN OGN earnings — 2026-07-31
Jul 31 earnings RBC RBC earnings — 2026-07-31
Jul 31 earnings TAC TAC earnings — 2026-07-31
Jul 31 earnings XOM XOM earnings — 2026-07-31
Aug 1 earnings BRK-B BRK-B earnings — 2026-08-01
Aug 3 earnings ADEA ADEA earnings — 2026-08-03
Aug 3 earnings AEIS AEIS earnings — 2026-08-03
Aug 3 earnings ALSN ALSN earnings — 2026-08-03
Aug 3 earnings ANDE ANDE earnings — 2026-08-03
Aug 3 earnings AROC AROC earnings — 2026-08-03
Aug 3 earnings ATKR ATKR earnings — 2026-08-03
Aug 3 earnings AXON AXON earnings — 2026-08-03
Aug 3 earnings AXSM AXSM earnings — 2026-08-03 (no report on this date)
Aug 3 earnings BMRN BMRN earnings — 2026-08-03
Aug 3 earnings BRBR BRBR earnings — 2026-08-03
Aug 3 earnings BWXT BWXT earnings — 2026-08-03
Aug 3 earnings CLBKE CLBK earnings — 2026-08-03
Aug 3 earnings CLX CLX earnings — 2026-08-03
Aug 3 earnings CRGY CRGY earnings — 2026-08-03
Aug 3 earnings CRNX CRNX earnings — 2026-08-03
Aug 3 earnings CRSP CRSP earnings — 2026-08-03
Aug 3 earnings CTOS CTOS earnings — 2026-08-03
Aug 3 earnings DAC DAC earnings — 2026-08-03
Aug 3 earnings DHC DHC earnings — 2026-08-03
Aug 3 earnings EC EC earnings — 2026-08-03
Aug 3 earnings ECHO ECHO earnings — 2026-08-03
Aug 3 earnings FANG FANG earnings — 2026-08-03
Aug 3 earnings ICHR ICHR earnings — 2026-08-03
Aug 3 earnings IDXX IDXX earnings — 2026-08-03
Aug 3 earnings ITGR ITGR earnings — 2026-08-03
Aug 3 earnings JAZZ JAZZ earnings — 2026-08-03
Aug 3 earnings KRYS KRYS earnings — 2026-08-03
Aug 3 earnings LIND LIND earnings — 2026-08-03
Aug 3 earnings LSCC LSCC earnings — 2026-08-03
Aug 3 earnings MAR MAR earnings — 2026-08-03
Aug 3 earnings MATX MATX earnings — 2026-08-03
Aug 3 earnings NVTS NVTS earnings — 2026-08-03
Aug 3 earnings OKE OKE earnings — 2026-08-03
Aug 3 earnings ON ON earnings — 2026-08-03
Aug 3 earnings PLTR PLTR earnings — 2026-08-03
Aug 3 earnings POWL POWL earnings — 2026-08-03
Aug 3 earnings PRIM PRIM earnings — 2026-08-03
Aug 3 earnings ROK ROK earnings — 2026-08-03
Aug 3 earnings TSEM TSEM earnings — 2026-08-03
Aug 3 earnings TSN TSN earnings — 2026-08-03
Aug 3 earnings TWST TWST earnings — 2026-08-03
Aug 3 earnings VRTX VRTX earnings — 2026-08-03
Aug 4 earnings 5991.T 5991.T earnings — 2026-08-04
Aug 4 earnings ACLS ACLS earnings — 2026-08-04
Aug 4 earnings ADEA ADEA earnings — 2026-08-04
Aug 4 earnings ADM ADM earnings — 2026-08-04
Aug 4 earnings AEIS AEIS earnings — 2026-08-04
Aug 4 earnings AIP AIP earnings — 2026-08-04
Aug 4 earnings ALAB ALAB earnings — 2026-08-04
Aug 4 earnings ALSN ALSN earnings — 2026-08-04
Aug 4 earnings AMD AMD earnings — 2026-08-04
Aug 4 earnings AMGN AMGN earnings — 2026-08-04
Aug 4 earnings AMPX AMPX earnings — 2026-08-04
Aug 4 earnings AMRX AMRX earnings — 2026-08-04
Aug 4 earnings ANET ANET earnings — 2026-08-04
Aug 4 earnings APO APO earnings — 2026-08-04
Aug 4 earnings AROC AROC earnings — 2026-08-04
Aug 4 earnings ARWR ARWR earnings — 2026-08-04
Aug 4 earnings ATOM ATOM earnings — 2026-08-04
Aug 4 earnings BALL BALL earnings — 2026-08-04
Aug 4 earnings BEAM BEAM earnings — 2026-08-04
Aug 4 earnings BKNG BKNG earnings — 2026-08-04
Aug 4 earnings BNTX BNTX earnings — 2026-08-04
Aug 4 earnings BP BP earnings — 2026-08-04
Aug 4 earnings BRBR BRBR earnings — 2026-08-04
Aug 4 earnings BRKR BRKR earnings — 2026-08-04
Aug 4 earnings CALY CALY earnings — 2026-08-04
Aug 4 earnings CAT CAT earnings — 2026-08-04
Aug 4 earnings CC CC earnings — 2026-08-04
Aug 4 earnings CE CE earnings — 2026-08-04
Aug 4 earnings CERT CERT earnings — 2026-08-04
Aug 4 earnings CG CG earnings — 2026-08-04
Aug 4 earnings CIFR CIFR earnings — 2026-08-04
Aug 4 earnings CLOV CLOV earnings — 2026-08-04
Aug 4 earnings CMI CMI earnings — 2026-08-04
Aug 4 earnings CNR CNR earnings — 2026-08-04
Aug 4 earnings COGT COGT earnings — 2026-08-04 (no report on this date)
Aug 4 earnings COMP COMP earnings — 2026-08-04
Aug 4 earnings CRC CRC earnings — 2026-08-04 (no report on this date)
Aug 4 earnings CRNX CRNX earnings — 2026-08-04
Aug 4 earnings CTRI CTRI earnings — 2026-08-04
Aug 4 earnings DD DD earnings — 2026-08-04
Aug 4 earnings DNTH DNTH earnings — 2026-08-04
Aug 4 earnings DOCN DOCN earnings — 2026-08-04
Aug 4 earnings DUK DUK earnings — 2026-08-04
Aug 4 earnings DVA DVA earnings — 2026-08-04
Aug 4 earnings DVN DVN earnings — 2026-08-04
Aug 4 earnings EC EC earnings — 2026-08-04
Aug 4 earnings ECG ECG earnings — 2026-08-04
Aug 4 earnings ECO ECO earnings — 2026-08-04
Aug 4 earnings ENLT ENLT earnings — 2026-08-04
Aug 4 earnings ENTG ENTG earnings — 2026-08-04
Aug 4 earnings EOG EOG earnings — 2026-08-04
Aug 4 earnings ET ET earnings — 2026-08-04
Aug 4 earnings ETN ETN earnings — 2026-08-04
Aug 4 earnings FIS FIS earnings — 2026-08-04
Aug 4 earnings FLY FLY earnings — 2026-08-04 (no report on this date)
Aug 4 earnings FLYW FLYW earnings — 2026-08-04
Aug 4 earnings GDRZF GDRZF earnings — 2026-08-04 (print unconfirmed; same quarter as August 10)
Aug 4 earnings GFS GFS earnings — 2026-08-04
Aug 4 earnings GILD GILD earnings — 2026-08-04
Aug 4 earnings GTE GTE earnings — 2026-08-04
Aug 4 earnings HNGE HNGE earnings — 2026-08-04
Aug 4 earnings HQ HQ earnings — 2026-08-04
Aug 4 earnings HUT HUT earnings — 2026-08-04
Aug 4 earnings IBIDF IBIDF earnings — 2026-08-04
Aug 4 earnings IBRX IBRX earnings — 2026-08-04
Aug 4 earnings ICHR ICHR earnings — 2026-08-04
Aug 4 earnings IDXX IDXX earnings — 2026-08-04
Aug 4 earnings IFNNY IFNNY earnings — 2026-08-04
Aug 4 earnings IPAR IPAR earnings — 2026-08-04
Aug 4 earnings IPGP IPGP earnings — 2026-08-04
Aug 4 earnings J J earnings — 2026-08-04
Aug 4 earnings KTOS KTOS earnings — 2026-08-04
Aug 4 earnings LCID LCID earnings — 2026-08-04
Aug 4 earnings LDOS LDOS earnings — 2026-08-04
Aug 4 earnings LEU LEU earnings — 2026-08-04
Aug 4 earnings LSCC LSCC earnings — 2026-08-04
Aug 4 earnings MAR MAR earnings — 2026-08-04
Aug 4 earnings MCD MCD earnings — 2026-08-04
Aug 4 earnings MNTN MNTN earnings — 2026-08-04
Aug 4 earnings MOS MOS earnings — 2026-08-04
Aug 4 earnings MPC MPC earnings — 2026-08-04
Aug 4 earnings MRK MRK earnings — 2026-08-04
Aug 4 earnings NOVT NOVT earnings — 2026-08-04
Aug 4 earnings NVO NVO earnings — 2026-08-04
Aug 4 earnings OGN OGN earnings — 2026-08-04
Aug 4 earnings PACS PACS earnings — 2026-08-04
Aug 4 earnings PFE PFE earnings — 2026-08-04
Aug 4 earnings PINS PINS earnings — 2026-08-04
Aug 4 earnings POWL POWL earnings — 2026-08-04
Aug 4 earnings PRIM PRIM earnings — 2026-08-04
Aug 4 earnings Q Q earnings — 2026-08-04
Aug 4 earnings RARE RARE earnings — 2026-08-04
Aug 4 earnings RGEN RGEN earnings — 2026-08-04
Aug 4 earnings ROK ROK earnings — 2026-08-04
Aug 4 earnings RVTY RVTY earnings — 2026-08-04
Aug 4 earnings RYTM RYTM earnings — 2026-08-04
Aug 4 earnings SMCI SMCI earnings — 2026-08-04
Aug 4 earnings SPCXE SPCX earnings — 2026-08-04
Aug 4 earnings STVN STVN earnings — 2026-08-04
Aug 4 earnings SWKS SWKS earnings — 2026-08-04
Aug 4 earnings TKR TKR earnings — 2026-08-04
Aug 4 earnings TPG TPG earnings — 2026-08-04
Aug 4 earnings TSEM TSEM earnings — 2026-08-04
Aug 4 earnings VPG VPG earnings — 2026-08-04
Aug 4 earnings VSAT VSAT earnings — 2026-08-04
Aug 4 earnings W W earnings — 2026-08-04
Aug 4 earnings WAT WAT earnings — 2026-08-04
Aug 4 earnings ZBRA ZBRA earnings — 2026-08-04
Aug 4 earnings ZETA ZETA earnings — 2026-08-04